Dylan Spence, CFP®, RRC®, RIPC, CEA, RWM™
President & CEO
Dylan is a Certified Financial Planner Professional and Registered Retirement Consultant, with over 15 years of personal investment experience. He holds the Responsible Investment Professional Certification and also is a Certified Executor Advisor. He also holds the Real Wealth Manager Designation.
His love of finance began after purchasing common shares in an oil company at age 14. By age 22, he was contracted by a large mutual fund dealer and oversaw and managed investments, insurance, tax and financial planning for hundreds of clients.
Reflecting on the business model, Dylan realized his clients would be better served in a smaller more independent environment with less red tape and no bulky management structure.
Founding Astoria Wealth Management allowed for upgraded technology and less paper which resulted in quicker processing, reduced fees to clients, and a wider variety of investment and insurance options.
Dylan has spent years studying corporate and trust structures and implementing tax planning strategies in order for you to keep more of your money.
Dylan is always looking to upgrade his education, and is currently in the pursuit of multiple additional industry designations.